Responsible for the digital product strategy for Schwab Bank and Schwab Money Movement products
Accomplishments
Led the strategy and program development for Schwab’s digital Money Movement products, working with internal teams to align on the hightest priority efforts. Resulted in an aligned set of program objectives and budget prioritization, currently supporting trillions in transfers annually.
Directed a data-driven discovery effort in collaboration with the data science team to analyze client personal finance habits. Discovered an opportunity outside the project's scope and proposed an initiative with a potential revenue impact of millions of dollars per year.
Led the creation of a personal finance prototype in a cost-constrained setting, using JTBD framework and weekly ethnographic testing; personally developed mobile prototype with Swift and presented findings to CEO of Bank and the Chief Product Officer.
Responsible for the design, development, and delivery of applications that cross the entire tax portfolio at PwC. Technical environment React, .NET Core, Azure, JavaScript, SQL, Mongo, and Azure Cosmos.
Accomplishments
Proposed and led rewrite of the most expensive Cross Tax technology tool. Doubled the reach of the tool in year one while reducing the external costs by over $1M.
Successfully led 90-day initiative to improve or retire a difficult product within the Cross Tax portfolio transforming the team and reporting directly to the CIO.
Established the Front-End development technology board creating standards for Front-End development and component libraries to enable the Tax development practice.
Responsible for the roadmap, budget, delivery, and management of tools that reach across the broader tax group within the Tax portfolio at PwC
Technologist team lead for AI data ingestion initiative. Served as technology generalist and overall lead to two teams of data scientists and software engineers integrating their products on a short timeline reporting to directly to the tax CEO.
Led strategy and partner relationships for Tax applications built within the internal services group.
Deployed a 30-day POC on a critical client service deliverable for a key client utilizing QlikView and SQL.
Managed a team of about 70 people: Technical environment .NET, Xamarin, JavaScript, Angular, Knockout, SQL, and Oracle.
Accomplishments
Led multiple strategic workshops across products with global partners to drive consensus and create vision, product roadmaps, and determine priorities.
Delivered a large multi stream project within three months, recruiting over twenty team members in several weeks to meet the deadline.
Initiated Agile discipline across project teams, breaking development responsibilities into geographies and improving velocity, ownership, and overall delivery of products.
Reduced delivery costs by increasing the of number offshore resources and broadening the scope of offshore centers in India, Argentina, and Ukraine.
Managed staff of about 20 people: Technical environment .NET, SAP, Ariba, JavaScript, Angular, Knockout, SQL, and OpenText.
Accomplishments
Turned around a project that had been unable to complete for three-years and delivered a release within the first eight months.
Led the selection process for new SAP platforms and enabling technologies; contributed to contract negotiations and established selection criteria for new finance platforms.
Drove down costs of the Accounts Payable team and increased the level of compliance within the function through a combination of intelligent OCR and an automated approval system.
Technical environment .NET, HP Quality Center, JavaScript, TFS, IBM Rational BuildForge, and Adobe Omniture.
Accomplishments
Created and established a Quality Assurance Automation team in order to reduce costs and time to test large applications.
Ran the first project against our largest internal application within two months, reducing our total time to test the application from several weeks to a few days.
Initiated a project to enhance our internal analytics against our enterprise portal, greatly enhancing our ability to drive investment to meet actual usage patterns and needs.
Managed staff of about 25 people: Technical environment .NET, HP PPM, JavaScript, TFS, and IBM Rational BuildForge.
Accomplishments
Established Software Configuration Management (SCM) based on the success of the initial pilot in previous role.
Annually planned and managed a budget in excess of 1.5 million dollars covering all aspects of team operations.
Significantly reduced costs and increased efficiency by implementing an offshore strategy around fungible aspects of application support and release management reducing onshore staff by 60%.
Managed staff of about 10 people: Technical environment .NET, IIS, SharePoint, TFS, IBM Rational BuildForge, PowerShell, and VB Script.
Accomplishments
Proposed, managed, and delivered an initiative to stabilize and reduce costs of custom code deployment.
Created operations dashboard in SharePoint reflecting service management metrics, build metrics, SLA metrics, and other KPIs creating transparency into team operations.
Led the consistent operations of over 120 applications with primary responsibility for infrastructure support, release management, and application support.
Private college with about 1,500 students and 150 faculty and staff. Technical environment: IIS, Exchange, PowerShell, and VB Script.
Managed the migration from Novell to Microsoft Windows 2003 Active Directory through a planned roll out which included Exchange 2003, driving down costs and consolidating the technology stack.
Designed and led the implementation of a new wireless infrastructure eliminating costly and disruptive annual maintenance.
